$128 Million is the total value of Twenty Acre Capital LP's 24 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ZNGA | New | ZYNGA INCcl a | $10,786,000 | – | 1,167,300 | +100.0% | 8.40% | – |
| UBER | New | UBER TECHNOLOGIES INC | $8,834,000 | – | 247,600 | +100.0% | 6.88% | – |
| ATVI | New | ACTIVISION BLIZZARD INC | $8,652,000 | – | 108,000 | +100.0% | 6.74% | – |
| PSTG | New | PURE STORAGE INCcl a | $8,556,000 | – | 242,300 | +100.0% | 6.67% | – |
| AMZN | New | AMAZON COM INC | $8,182,000 | – | 2,510 | +100.0% | 6.38% | – |
| LYFT | New | LYFT INC | $7,688,000 | – | 200,200 | +100.0% | 5.99% | – |
| AYX | New | ALTERYX INC | $7,081,000 | – | 99,000 | +100.0% | 5.52% | – |
| BIGC | New | BIGCOMMERCE HLDGS INC | $6,786,000 | – | 309,700 | +100.0% | 5.29% | – |
| FB | New | META PLATFORMS INCcl a | $6,504,000 | – | 29,250 | +100.0% | 5.07% | – |
| V | New | VISA INC | $6,247,000 | – | 28,170 | +100.0% | 4.87% | – |
| XPEV | New | XPENG INCads | $6,017,000 | – | 218,100 | +100.0% | 4.69% | – |
| CPNG | New | COUPANG INCcl a | $5,828,000 | – | 329,614 | +100.0% | 4.54% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $5,062,000 | – | 1,820 | +100.0% | 3.94% | – |
| COIN | New | COINBASE GLOBAL INC | $4,300,000 | – | 22,650 | +100.0% | 3.35% | – |
| HUYA | New | HUYA INC | $4,177,000 | – | 934,400 | +100.0% | 3.26% | – |
| PDD | New | PINDUODUO INCsponsored ads | $3,947,000 | – | 98,400 | +100.0% | 3.08% | – |
| CSCO | New | CISCO SYS INC | $3,514,000 | – | 63,020 | +100.0% | 2.74% | – |
| XM | New | QUALTRICS INTL INC | $3,429,000 | – | 120,100 | +100.0% | 2.67% | – |
| USX | New | U S XPRESS ENTERPRISES INC | $3,017,000 | – | 777,606 | +100.0% | 2.35% | – |
| DIDI | New | DIDI GLOBAL INCsponsored ads | $2,436,000 | – | 974,400 | +100.0% | 1.90% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $2,359,000 | – | 6,500 | +100.0% | 1.84% | – |
| ROOT | New | ROOT INC | $2,358,000 | – | 1,197,095 | +100.0% | 1.84% | – |
| PLMIU | New | PLUM ACQUISITION CORP Iunit 03/15/2026 | $1,761,000 | – | 178,800 | +100.0% | 1.37% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $805,000 | – | 7,400 | +100.0% | 0.63% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ACTIVISION BLIZZARD INC | 7 | Q3 2023 | 10.5% |
| UBER TECHNOLOGIES INC | 7 | Q3 2023 | 9.0% |
| PURE STORAGE INC | 7 | Q3 2023 | 9.4% |
| COUPANG INC | 7 | Q3 2023 | 8.0% |
| PINDUODUO INC | 7 | Q3 2023 | 7.4% |
| AMAZON COM INC | 7 | Q3 2023 | 6.4% |
| META PLATFORMS INC | 7 | Q3 2023 | 5.9% |
| CISCO SYS INC | 7 | Q3 2023 | 6.6% |
| XPENG INC | 7 | Q3 2023 | 7.8% |
| ALIBABA GROUP HLDG LTD | 7 | Q3 2023 | 2.6% |
View Twenty Acre Capital LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2024-02-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-13 |
View Twenty Acre Capital LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.